Forms & Training

Forms and Training

For questions about forms used within the records disposition process, please contact the University Archivist / Records Manager

The Records Disposition Log Instructions may be previewed prior to completing the UT Tyler Records Disposition template in DocuSign.

The Records Disposition Storage Process instructions are to be used when preparing to have records that have met or exceeded their retention date moved to the Physical Plant storage. This step may only be finalized once a UT Tyler Records Disposition form has been completed with all necessary signatures.

The Records Disposition Box Label may be used if more are needed when labeling boxes that contain inactive documents that have met or exceeded their retention date.

Forms located within DocuSign

The UT Tyler Records Disposition template is to be used when ready to submit records for disposition per the UT Tyler Records Retention Schedule (RRS). This envelope contains the UT Tyler records disposition log instructions and log as well as the records disposition storage process instructions and boxe label. It may be filled out and prepared by any employee of UT Tyler and is completed once they, their Department Head / Dean, and the University Archivist / Records Manager have signed.

The UT Tyler Records Transfer to University Archives template is to be used when ready to transfer records and other material to the University Archives. These records have either been marked for archival review or transfer per the UT Tyler RRS. They may only be transferred once their records retention date has been met. This form may be filled out by any employee of UT Tyler and is completed once they and the University Archivist have signed and the Archivist has either received or picked up the materials being transferred.

Training

The UT Tyler Records Management Training is a basic introduction to records management.